Perseptiv + Fi360 Fiduciary Focus Toolkit™ Integration Demo (Video)
In this video, we walk you through the powerful new integration between Perseptiv and the Fi360 Fiduciary Focus Toolkit™, which is a game changer for for Fi360 subscribers, saving time and ensuring accurate data transfer. We detail the steps to set up the integration, what happens when you complete a Monitoring Report, and keep how the integration keeps your data synced automatically between both systems. Please make sure to follow the setup instructions carefully.
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